+7,567.6%
BBY vs FDS
+10,480.1%
-2,912.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | +4.5% | +1.5% | +3.0% | +3.9% |
| 30D | +16.8% | +14.8% | +2.0% | +10.9% |
| 3M | +23.2% | +16.3% | +6.9% | +15.6% |
| 6M | +91.9% | +66.2% | +25.7% | +54.7% |
| YTD | +61.6% | +16.2% | +45.4% | +46.8% |
| 1Y | +43.9% | +21.8% | +22.0% | +27.9% |
| 3Y | +88.6% | -23.9% | +112.5% | +97.9% |
| 5Y | -3.1% | -23.1% | +20.0% | +0.4% |
| 10Y | +290.2% | +128.7% | +161.5% | +164.5% |
| All | +7,567.6% | +10,480.1% | -2,912.5% | +1,453.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FDS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling